Clearstead Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Clearstead Trust's AOA Position: Q2 2026 in Review
Clearstead Trust increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 76% in Q2 2026, buying an estimated $18.3K and bringing the position to 444 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #335.
Clearstead Trust first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Clearstead Trust held 444 shares of iShares Core 80/20 Aggressive Allocation ETF worth $43.3K as of Q2 2026.
- Clearstead Trust bought 192 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $18.3K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #335 holding.
- Clearstead Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.